Plum Street Advisors’s TCW Transform 500 ETF VOTE Stock Holding History

Plum Street Advisors’s Portfolio VOTE Stock Details VOTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.61M	Buy	34,160 +219	+0.6%	+$17.5K	0.9%	27
2025 Q4	$2.72M	Buy	33,941 +8,535	+34%	+$679K	0.97%	27
2025 Q3	$1.99M	Buy	25,406 +564	+2%	+$42.6K	0.77%	32
2025 Q2	$1.81M	Buy	24,842 +349	+1%	+$23.4K	0.8%	30
2025 Q1	$1.6M	Buy	24,493 +16,871	+221%	+$1.17M	0.77%	31
2024 Q4	$524K	Buy	+7,622	New	+$527K	0.26%	58

Other funds holding VOTE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWT

Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

Plum Street Advisors's VOTE Position: Q1 2026 in Review

Plum Street Advisors increased its TCW Transform 500 ETF (VOTE) stake by 0.65% in Q1 2026, buying an estimated $17.5K and bringing the position to 34,160 shares worth $2.61M. The position accounts for 0.9% of the portfolio, ranked #27.

Plum Street Advisors first reported a position in VOTE in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.72M in Q4 2025. 112 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

Plum Street Advisors held 34,160 shares of TCW Transform 500 ETF worth $2.61M as of Q1 2026.
Plum Street Advisors bought 219 TCW Transform 500 ETF shares in Q1 2026, an estimated $17.5K.
TCW Transform 500 ETF made up 0.9% of Plum Street Advisors's portfolio in Q1 2026, its #27 holding.
Plum Street Advisors first reported a position in TCW Transform 500 ETF in Q4 2024 and has held it in 6 quarters since.
Plum Street Advisors's TCW Transform 500 ETF position peaked at $2.72M in Q4 2025.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Plum Street Advisors's 13F filing for Q1 2026, filed 14 May 2026.